CHARLESTOWN, MA
Allocation by class
Portfolio Concentration
Top 3 weight
31.6%
Top 10 weight
55.3%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.60M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 125.14K | SH | $38.03M 18.31% | 0.00 | 0.00 | 125.14K |
NVIDIA CORPORATIONOTR | COM | 90.98K | SH | $14.37M 6.92% | 0.00 | 0.00 | 90.98K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 233.63K | SH | $13.32M 6.41% | 0.00 | 0.00 | 233.63K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 54.48K | SH | $9.63M 4.64% | 0.00 | 0.00 | 54.48K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 18.72K | SH | $7.95M 3.83% | 0.00 | 0.00 | 18.72K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 11.47K | SH | $7.61M 3.66% | 0.00 | 0.00 | 11.47K |
APPLE INCOTR | COM | 36.96K | SH | $7.58M 3.65% | 0.00 | 0.00 | 36.96K |
BROADCOM INCOTR | COM | 23.65K | SH | $6.52M 3.14% | 0.00 | 0.00 | 23.65K |
SPDR INDEX SHS FDSSOLE | PORTFOLIO DEVLPD | 128.29K | SH | $5.19M 2.50% | 0.00 | 0.00 | 128.29K |
MICROSOFT CORPOTR | COM | 9.55K | SH | $4.75M 2.29% | 0.00 | 0.00 | 9.55K |
AMAZON COM INCOTR | COM | 21.29K | SH | $4.67M 2.25% | 0.00 | 0.00 | 21.29K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.81K | SH | $3.59M 1.73% | 0.00 | 0.00 | 5.81K |
VANGUARD INTL EQUITY INDEX FOTR | FTSE EMR MKT ETF | 71.17K | SH | $3.52M 1.69% | 0.00 | 0.00 | 71.17K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 116.22K | SH | $3.26M 1.57% | 0.00 | 0.00 | 116.22K |
ISHARES TROTR | CORE S&P500 ETF | 5.09K | SH | $3.16M 1.52% | 0.00 | 0.00 | 5.09K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 13.11K | SH | $2.68M 1.29% | 0.00 | 0.00 | 13.11K |
SCHWAB STRATEGIC TRSOLE | EMRG MKTEQ ETF | 78.46K | SH | $2.36M 1.14% | 0.00 | 0.00 | 78.46K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 87.74K | SH | $2.22M 1.07% | 0.00 | 0.00 | 87.74K |
ALPHABET INCSOLE | CAP STK CL A | 11.34K | SH | $2.00M 0.96% | 0.00 | 0.00 | 11.34K |
ABBVIE INCOTR | COM | 10.31K | SH | $1.91M 0.92% | 0.00 | 0.00 | 10.31K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 10.95K | SH | $1.80M 0.87% | 0.00 | 0.00 | 10.95K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 13.98K | SH | $1.80M 0.86% | 0.00 | 0.00 | 13.98K |
INVESCO QQQ TROTR | UNIT SER 1 | 3.17K | SH | $1.75M 0.84% | 0.00 | 0.00 | 3.17K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 8.60K | SH | $1.67M 0.80% | 0.00 | 0.00 | 8.60K |
ABBOTT LABSSOLE | COM | 11.84K | SH | $1.61M 0.78% | 0.00 | 0.00 | 11.84K |